EN 
ES Problem:
A client interacting with contractors in different countries and performing transactions with multiple banks ran into a problem of increasing the time for processing financial documents, their transfer and verification.
To streamline their financial processes, they chose the Payhawk expense and accounting management platform.
Solution:
We developed a seamless integration between Microsoft Dynamics 365 F&O and Payhawk to optimize financial workflow.
Integration with Microsoft Dynamics 365 F&O:
In Microsoft Dynamics 365 F&O, a Data Entity has been created to exchange financial documents.
An automatic call to the Payhawk API and data exchange with the created Microsoft Dynamics 365 F&O Data Entity was organized.
Data Exchange:
Payhawk began transferring financial journals to the ERP system through a new connection.
Invoices and payment documents are now sent directly to Microsoft Dynamics 365 F&O via API.
Synchronization of Company Cards:
The data recorded in company cards within the ERP system is synchronized with Payhawk using the same API. So, accounting documents immediately end up in the right card.
Results:
- All financial reporting is now done using data pulled directly from Payhawk into Microsoft Dynamics 365 F&O
- Duplication of information between two different systems has been eliminated, which has significantly reduced the time for document processing.
- Payhawk took over the function of integration with banks and the new solution allowed us to avoid integrations with many separate financial services.
Thus, the integration of Microsoft Dynamics 365 F&O with Payhawk allowed the client to significantly optimize expense management and financial document flow.
